Rennie & Associates

Garth Allan is a Managing Director of Wealth Management at UBS Financial Services Inc. in Newport Beach, CA, bringing over 15 years of experience as a Financial Advisor in Orange County. His practice focuses on personalized investment planning, retirement strategies, and estate planning, tailored specifically for business owners and their families. Alongside Garth, Catherine Rusk serves as a Senior Registered Client Associate, leveraging over 20 years of experience in the financial industry to provide exceptional customer service. Together, they are committed to helping clients achieve their financial goals through comprehensive and targeted wealth management solutions. Generated from the website

Visit our office today located in Newport Beach, CA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

Here to help you plan for today and tomorrow. With so many options and complex information, making financial decisions isn’t easy. That’s why I’m here to help you understand what's right for you. Whether it's life insurance, retirement planning, long-term care, and my favorite. College Fund Planning. I've got you covered!